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Oracle
ORCL

2,529 hedge funds and large institutions have $124B invested in Oracle in 2023 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 1,015 increasing their positions, 953 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 1,015 | Existing positions reduced: 953

0.35% less ownership

Funds ownership: 43.08% → 42.73% (-0.35%)

4% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 163

5% less call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.97B

1% less funds holding

Funds holding: 2,565 → 2,529 (-36)

11% less capital invested

Capital invested by funds: $139B → $124B (-$14.9B)

21% less funds holding in top 10

Funds holding in top 10: 136 → 108 (-28)

Holders
2,529
Holders Change
-36
Holders Change %
-1.4%
% of All Funds
40.13%
Holding in Top 10
108
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-20.59%
% of All Funds
1.71%
New
156
Increased
1,015
Reduced
953
Closed
163
Calls
$2.81B
Puts
$2.97B
Net Calls
-$159M
Net Calls Change
-$1.15B

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$936M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$913M
3
DZ Bank
DZ Bank
Germany
+$638M
4
JP Morgan Chase
JP Morgan Chase
New York
+$548M
5
Amundi
Amundi
France
+$242M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$461M
2
Harris Associates
Harris Associates
Illinois
-$428M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$415M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$296M
5
Coatue Management
Coatue Management
New York
-$246M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2251
Greenspring Advisors
Maryland
$238K – – –
CVM
2252
Cheviot Value Management
California
$237K – – –
M
2253
Mirova
France
$237K -$743K -6,422 -74%
SIC
2254
Shoker Investment Counsel
Ohio
$236K +$926 +8 +0.4%
LA
2255
Latitude Advisors
Florida
$236K +$116 +1 +0%
TCM
2256
Traynor Capital Management
Pennsylvania
$236K +$926 +8 +0.4%
RL
2257
Rogco LP
Oklahoma
$235K +$257K +2,220 New
BWCS
2258
Beirne Wealth Consulting Services
Connecticut
$235K – – –
AO
2259
Advisor OS
Illinois
$235K +$35.5K +307 +16%
CWA
2260
CJM Wealth Advisers
Virginia
$235K -$52.8K -456 -17%
AWM
2261
Atticus Wealth Management
Florida
$235K +$2.89K +25 +1%
TH
2262
TCTC Holdings
Texas
$233K +$4.4K +38 +2%
PBF
2263
Petix & Botte Financial
California
$232K -$3.7K -32 -1%
CG
2264
Clifford Group
Massachusetts
$232K – – –
GC
2265
Gibson Capital
Pennsylvania
$231K – – –
RCM
2266
Requisite Capital Management
Texas
$231K +$252K +2,180 New
OHWP
2267
Oak Harbor Wealth Partners
North Carolina
$231K -$49.1K -424 -16%
PAMG
2268
Patton Albertson Miller Group
Tennessee
$231K – – –
WFAG
2269
Wescott Financial Advisory Group
Pennsylvania
$230K +$28.9K +250 +13%
BO
2270
Bank OZK
Arkansas
$230K -$116K -998 -31%
WHCI
2271
W.H. Cornerstone Investments
Massachusetts
$230K +$810 +7 +0.3%
SWM
2272
Shelton Wealth Management
Texas
$230K +$810 +7 +0.3%
GJIA
2273
Glass Jacobson Investment Advisors
Maryland
$229K -$11.6K -100 -4%
MSWM
2274
McGlone Suttner Wealth Management
Wisconsin
$229K +$24.2K +209 +11%
QPW
2275
Quantum Private Wealth
Florida
$229K +$250K +2,161 New
89 90
91
92 93

ORCL Hedge Fund Activity: Q3 2023 in Review

2,529 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2023, worth a combined $124B — down 11% from $139B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ORCL and 156 opened new positions — a net loss of 7 holders — while 953 trimmed existing stakes and 1,015 added.

The largest buyer was Wellington Management Group, adding an estimated $936M. The largest seller was Morgan Stanley, cutting an estimated $461M.

  • 2,529 institutional investors held Oracle (ORCL) as of Q3 2023, down from 2,565 in Q2 2023.
  • Funds reported $124B of Oracle stock for Q3 2023, down 11% quarter-over-quarter.
  • 156 funds opened new Oracle positions in Q3 2023 and 163 closed out, a net change of -7 holders.
  • The largest Oracle buyer in Q3 2023 was Wellington Management Group, an estimated $936M added.
  • The largest Oracle seller in Q3 2023 was Morgan Stanley, an estimated $461M sold.

Based on aggregated 13F filings for Q3 2023.